Supporting complex wealth manager

September, 2022

Danish private wealth manager go with PandaConnect

A Danish wealth manager servicing international clients has decided to work closely together with PandaConnect. With several banks, a lot of listed and unlisted investments with numerous documents to be handled, it appeared that PandaConnect was the right wealth management platform for the company. We have previously worked together (in different roles), so that makes us proud of being selected. It is our hope that we will be able to support the client in their further growth, whilst anchoring the existing clients by offering an online access to their portfolios.

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